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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Our Values 

Our Values 

The highest standard of care when advising you about your finances. 

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Why a CFP? 

Why a CFP? 

Certified excellence in education, examination, experience, ethics, and enforcement. 

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Our Philosophy

Our Philosophy

 keep your investment costs as low as possible, and your money available to you when you need it.

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Financial Literacy

Financial Literacy

Want to learn more about retirement, Social Security, or estate strategies?

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<b>Financial Plan</b>

Financial Plan

If you have financial goals, you should have a written financial plan. A financial plan can help you figure out how reduce debt, get your spending back on track, prepare for retirement or your kids college, and how to best position your investments. A financial plan from Olde Wealth Management will include 

  • goal identification and prioritization
  • budget analysis
  • Social Security maximization
  • pension maximization
  • current investment allocation
  • suggested investment allocation
  • analysis of stock options and restricted stock
  • college planning
  • Monte Carlo analysis to determine if you are on track for meeting your goals
  • strategy recommendations
  • estate planning strategy
  • debt analysis
  • insurance needs analysis
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<strong>Portfolio Management</strong>

Portfolio Management

Do you ignore or struggle with managing your portfolio on an ongoing basis? Perhaps you randomly selected some investments and do not monitor or re-balance them.  Portfolio Management with Olde Wealth Management 

  • includes a financial plan (detailed above) at no additional cost 
  • provides ongoing help with the management of your assets
  • We manage your accounts and do all trading for you
  • cost of this service is a small  percentage of assets 
  • managed accounts are held at Pershing/Bank of New York Pershing/BNY Fact Sheet
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Please call to set up a complimentary appointment!  (425) 495-7484

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Below are a few independent web sites with more information about me and my services.  Please click the links below to learn more.  

FINRA Broker Check

CFP(r) Board

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